Living Trust
The purpose of a living trust is to hold and manage assets for the trust owners during their lifetime and then pass the assets to heirs as beneficiaries without the expense and inconvenience of probate.
Estate Prep
Before you visit a trust lawyer and realtor:
Prepare a list of heirs.
Bring copies of your property deeds.
Include any information on heirs who are minors or who have special needs.
Determine if property is held jointly.
Ensure that two witnesses and a notary are available to verify your signature on a written document.
Call me to help get the highest value for your Trust sale!
The purpose of a living trust is to hold and manage assets for the trust owners during their lifetime and then pass the assets to heirs as beneficiaries without the expense and inconvenience of probate.
Estate Prep
Before you visit a trust lawyer and realtor:
Prepare a list of heirs.
Bring copies of your property deeds.
Include any information on heirs who are minors or who have special needs.
Determine if property is held jointly.
Ensure that two witnesses and a notary are available to verify your signature on a written document.
Call me to help get the highest value for your Trust sale!